You can use the Self-Care Portal to search for a card transaction or a bank transfer that is in an open or closed batch.

Before you begin your search, you need to know if the transaction is in an open or a closed batch and if it’s a card transaction or bank transfer. 

After you’ve identified the batch and transaction type, go to one of the following sections:

• Search for a card transaction in an open batch. 
• Search for a card transaction in a closed batch.
• Search for a bank transfer in an open batch.
• Search for a bank transfer in a closed batch.

Search for a card transaction in an open batch

1. Log in to https://payments.payroc.com/merchant/selfcare/. 
2. On the side menu, select Reporting, and then select Open Batch.
3. (Optional) To view transactions from all processing terminals, select All Terminals. 
4. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range.
5. Locate the transaction.
6. (Optional) To manage the transaction, from the Action column, select , and then select one of the following options: 
   • Transaction Details – View the details of the transaction.
   • Void – Void the transaction.
   • Refund – Refund the transaction.
   • Resend Cardholder Receipt – Email the transaction receipt.
   • Print Receipt – Print the transaction receipt.
   • Create Secure Token – Create a secure token with the payment details the customer used for the transaction.
   • Create Subscription – Create a subscription with the payment details the customer used for the transaction. 
7. (Optional) To export the transactions in a CSV file, select EXPORT AS CSV.

Search for a card transaction in a closed batch

1. Log in to https://payments.payroc.com/merchant/selfcare/.  
2. On the side menu, select Reporting, and then select Closed Batch.
3. Locate the transaction:
   • If you have the transaction details, go to Search for a transaction with transaction details.
   • If you have only the batch details, go to Search for a transaction with batch details.

Search for a transaction with transaction details

1. Select the TRANSACTIONS tab.
2. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range.
3. Locate the transaction. 
4. (Optional) To manage the transaction, from the Action column, select , and then select one of the following options: 
   • Transaction Details – View the details of the transaction.
   • Refund – Refund the transaction.
   • Resend Cardholder Receipt – Email the transaction receipt.
   • Print Receipt – Print the transaction receipt.
   • Create Secure Token – Create a secure token with the payment details the customer used for the transaction.
   • Create Subscription – Create a subscription with the payment details the customer used for the transaction.
5. (Optional) To export the transactions in a CSV file, select EXPORT AS CSV.

Search for a transaction with batch details

1. Select the BATCHES tab.
2. (Optional) Use the filter to search for the batch, for example, by the date it closed. 
3. (Optional) To view batches that closed recently, select one of the following tabs:
   • LAST BATCH – View the most recently closed batch.
   • THIS WEEK – View all batches that closed this week.
   • THIS MONTH – View all batches that closed this month.
4. Select the date and time when the batch closed.
5. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range.
6. Locate the transaction.
7. (Optional) To manage the transaction, from the Action column, select , and then select one of the following options: 
   • Transaction Details – View the details of the card transaction.
   • Refund – Refund the transaction.
   • Resend Cardholder Receipt – Email the transaction receipt.
   • Print Receipt – Print the transaction receipt.
   • Create Secure Token – Create a secure token with the payment details the customer used for the transaction.
   • Create Subscription – Create a subscription with the payment details the customer used for the transaction.
8. (Optional) To export the transactions in a CSV file, select EXPORT AS CSV.

Search for a bank transfer in an open batch

1. Log in to https://payments.payroc.com/merchant/selfcare/.  
2. On the side menu, select Reporting, and then select Bank Transfers Open Batch.
3. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range.
4. Locate the transaction.
5. (Optional) To manage the transaction, from the Action column, select , and then select one of the following options: 
   • Bank Transfer Details – View the details of the bank transfer.
   • Print Receipt – Print the transaction receipt.
   • Resend Customer Receipt – Email the transaction receipt.
   • Create Secure Token – Create a secure token with the payment details the customer used for the transaction.
   • Void – Void the transaction.
6. (Optional) To export the transactions in a CSV file, select EXPORT AS CSV.

Search for a bank transfer in a closed batch

1. Log in to https://payments.payroc.com/merchant/selfcare/.  
2. On the side menu, select Reporting, and then select Bank Transfers Closed Batch.
3. (Optional) Use the filter to search for the batch, for example, by the date it closed. 
4. Select the date and time when the batch closed.
5. (Optional) Use the filter to search for the transaction, for example, by a specific date or a date range.
6. Locate the transaction.
7. (Optional) To manage the transaction, from the Action column, select , and then select one of the following options: 
   • Bank Transfer Details – View the details of bank transfer.
   • Print Receipt – Print the transaction receipt.
   • Resend Customer Receipt – Email the transaction receipt.
   • Create Secure Token – Create a secure token with the payment details the customer used for the transaction.
8. (Optional) To export the transactions in a CSV file, select EXPORT AS CSV.